Purchases and Sales Made in Q4 2021 in Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. AGGREGATE BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
SELL
|
- |
-58- 2.96% |
$6.58K - $6.69K
|
1.9K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-62- 1.51% |
$7.03K - $7.15K
|
4.04K
$393K
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-66- 0.83% |
$7.49K - $7.61K
|
7.89K
$768K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-67- 0.67% |
$7.6K - $7.73K
|
9.89K
$964K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
SELL
|
- |
-69- 2.4% |
$7.83K - $7.96K
|
2.81K
$274K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-71- 1.15% |
$8.05K - $8.19K
|
6.12K
$596K
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-71Closed |
$8.05K - $8.19K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-73- 1.48% |
$8.28K - $8.42K
|
4.86K
$474K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-74- 0.79% |
$8.4K - $8.53K
|
9.26K
$902K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-75- 0.98% |
$8.51K - $8.65K
|
7.57K
$738K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-76- 2.41% |
$8.62K - $8.77K
|
3.08K
$300K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-78- 0.23% |
$8.85K - $9K
|
33.3K
$3.24M
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-80- 3.25% |
$9.08K - $9.23K
|
2.38K
$232K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-81- 2.96% |
$9.19K - $9.34K
|
2.66K
$259K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-83- 1.24% |
$9.42K - $9.57K
|
6.6K
$643K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-83- 4.95% |
$9.42K - $9.57K
|
1.6K
$155K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-90- 1.62% |
$10.2K - $10.4K
|
5.46K
$532K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-91- 39.22% |
$10.3K - $10.5K
|
141
$13.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-92- 1.7% |
$10.4K - $10.6K
|
5.31K
$518K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-99- 2.55% |
$11.2K - $11.4K
|
3.78K
$368K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-100Closed |
$11.3K - $11.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-100- 0.22% |
$11.3K - $11.5K
|
46.2K
$4.51M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-100- 3.12% |
$11.3K - $11.5K
|
3.11K
$303K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-100- 7.11% |
$11.3K - $11.5K
|
1.31K
$127K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-104- 4.55% |
$11.8K - $12K
|
2.18K
$213K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-105Closed |
$11.9K - $12.1K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-106- 3.62% |
$12K - $12.2K
|
2.82K
$275K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-109- 10.42% |
$12.4K - $12.6K
|
937
$91.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-111- 5.64% |
$12.6K - $12.8K
|
1.86K
$181K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-111- 51.63% |
$12.6K - $12.8K
|
104
$10.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-114- 0.48% |
$12.9K - $13.1K
|
23.5K
$2.29M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-117- 4.19% |
$13.3K - $13.5K
|
2.68K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-119- 0.33% |
$13.5K - $13.7K
|
36.2K
$3.53M
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
SELL
|
- |
-121- 3.93% |
$13.7K - $14K
|
2.96K
$288K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-123- 1.85% |
$14K - $14.2K
|
6.53K
$636K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-128- 2.8% |
$14.5K - $14.8K
|
4.44K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-130Closed |
$14.7K - $15K
|
0
$0
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-130- 1.76% |
$14.7K - $15K
|
7.24K
$706K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-133- 0.91% |
$15.1K - $15.3K
|
14.5K
$1.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-134- 0.77% |
$15.2K - $15.5K
|
17.3K
$1.68M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-137- 3.92% |
$15.5K - $15.8K
|
3.36K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-138- 1.08% |
$15.7K - $15.9K
|
12.6K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-140- 4.3% |
$15.9K - $16.1K
|
3.12K
$304K
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-140- 5.56% |
$15.9K - $16.1K
|
2.38K
$232K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-141- 2.56% |
$16K - $16.3K
|
5.37K
$523K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-143- 4.87% |
$16.2K - $16.5K
|
2.79K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-146Closed |
$16.6K - $16.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-147- 60.74% |
$16.7K - $17K
|
95
$9.26K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-150- 1.65% |
$17K - $17.3K
|
8.94K
$871K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-150Closed |
$17K - $17.3K
|
0
$0
|